Telstra, TPG Telecom Should Benefit From Optus Pricing -- Market Talk

Dow Jones01-16

2348 GMT - Reduced discounting at Optus looks like good news for rival Australian mobile providers Telstra and TPG Telecom, Macquarie analysts reckon. They tell clients in a note that they are seeing smaller discounts at Singapore Telecommunications-owned Optus despite highly publicized network issues that analysts have said could increase customer churn. At the same time, they say Telstra--the No. 1 player by size--appears to be aggressively discounting at its Belong budget brand and its own prepaid services. TPG continued to offer the largest discounts over the last quarter, they add. All of this suggests to the analysts that Optus is likely to lose market share. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

January 15, 2026 18:48 ET (23:48 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment